When sending a contact a sequence, I would like the ability to attach a document instead of using the “insert” tool. There are too many steps if your document is not already downloaded to Hubspot in order for the document to attach to the sequence email. Attaching a document is much easier.
Hello,
I’m Ana, the product manager for sequences. At this time, we do not have plans to develop this idea. If you’d like to attach a document while enrolling a contact in a sequence, you’ll need to use the “insert” menu to upload it to the documents tool first.
This is not to say we’ll never prioritize this request, but want to be transparent it is not currently on the roadmap.
Best,
Ana